🎉 Happy 2024!
As we kick off the year, our commitment is to elevate Plannit further and exceed your expectations!
💡We made some improvements that will surely optimize the planning portion of your day
🚒 A few bugs have also been fixed.
⚙️ IMPROVEMENTS |
Calendar - Planner
On Plannit's Calendar Planner, It is now possible to add visits by bulk to an existing route or to create a new route
Simply select all visits at the top of the planner or individually. Click on Add to route on the orange band
Visits
On the Visits grid, multiple actions have been added when selecting all or multiple visits
Print work order
Add/remove labels
Change status
Delete
Filter a list or select the visits on the grid and pick the action on the orange band
Jobs - Visits - Quotes - Invoices
In the Filters button of the Jobs, Visits, Quotes and Invoices grids, it is now possible to select All or None in the status section
When creating a new visit, quote or invoice, you will be able to choose in what Job you would like to associate the document to if you already have an ongoing job with this client and don’t want to create a new one.
Click on +Visit in the Visits grid
Type in the clients name, if it's an existing client, select it on the right and at the bottom in the Associate to job section, click on the ⬇️ to display the ongoing Jobs or click on Create new job
Invoices
New option added to the Actions button of the Invoice
You will now be able to copy the invoice:
Copy for another client
Copy in this job
🔧 FIXED BUGS |
We've been actively addressing and resolving various bugs! Our team will promptly notify affected customers once the fixes are complete.